Relationship Manager

Jobtailor

Scottsdale (AZ)

On-site

USD 65,000 - 90,000

Full time

8 days ago

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Job summary

Jobtailor in Scottsdale, AZ is seeking an experienced Partner/Client Success Manager to own a portfolio of payments clients. You will cultivate relationships, serve as the primary contact, coordinate with internal teams, and drive product adoption and revenue growth.

The ideal candidate has 3+ years in payments or fintech, excels at communication, and maintains meticulous CRM records. You will conduct regular business reviews, identify cross-sell opportunities, and support escalations to ensure

Qualifications

3+ years of experience in payments, fintech, financial services, client success, account management, relationship management, or a related client-facing role.
Experience managing partner, client, or merchant relationships in a service-oriented or revenue-supporting capacity.
Demonstrated ability to build external relationships, maintain consistent communication, and support client or partner satisfaction.
Ability to identify client needs, product adoption opportunities, cross-sell potential, and account growth opportunities.
Experience coordinating cross-functionally with Risk, Underwriting, Product, Operations, Boarding, Sales, or Support.
Strong written and verbal communication skills.
Strong organizational skills for managing multiple relationships, priorities, follow-ups, and time-sensitive requests.
Sound problem-solving skills for managing inquiries, supporting escalations, and driving resolution.
Strong attention to detail and accurate account notes, CRM updates, and partner activity visibility.

Responsibilities

Manage and cultivate relationships with an assigned portfolio of partners and clients.
Serve as primary point of contact for assigned partners and clients, owning account support, partner engagement, and coordination of internal resources.
Maintain proactive communication to drive engagement, alignment, retention, product adoption, and satisfaction.
Identify revenue growth, cross-sell, expanded product adoption, deeper solution utilization, and ACH & Online Banking optimization opportunities.
Develop and maintain understanding of partners’ business models, operational needs, goals, and priorities.
Conduct recurring partner and client meetings, touchpoints, and business reviews.
Monitor partner activity, feedback, trends, risks, service needs, and recurring issues.
Partner with Sales on new or expanding opportunities.
Coordinate with Risk, Underwriting, Operations, Product, Sales, and Boarding teams.
Support escalations and operational issues through resolution.
Maintain accurate CRM records, account notes, partner activity updates, opportunities, and portfolio visibility.
Maintain strong knowledge of Nuvei products, services, systems, competitors, and the broader payments landscape.

Skills

Account Management

Client Success

Relationship Management

Cross-Functional Coordination

CRM Proficiency

Strong Written and Verbal Communicatio

Organizational Skills

Problem-Solving

Tools

Salesforce

Excel

Word

PowerPoint

Outlook

Job description

Manage and cultivate relationships with an assigned portfolio of partners and clients based on complexity, lifecycle stage, and business needs
Serve as the primary point of contact for assigned partners and clients, owning account support, partner engagement, and coordination of internal resources
Maintain proactive communication to drive engagement, alignment, retention, product adoption, and satisfaction
Identify revenue growth, cross-sell, expanded product adoption, deeper solution utilization, and ACH & Online Banking optimization opportunities
Develop and maintain understanding of partners’ business models, operational needs, goals, and priorities
Conduct recurring partner and client meetings, touchpoints, and business reviews
Monitor partner activity, feedback, trends, risks, service needs, and recurring issues
Partner with Sales on new or expanding opportunities
Coordinate with Risk, Underwriting, Operations, Product, Sales, and Boarding teams
Support escalations and operational issues through resolution
Maintain accurate CRM records, account notes, partner activity updates, opportunities, and portfolio visibility
Maintain strong knowledge of Nuvei products, services, systems, competitors, and the broader payments landscape

Requirements

3+ years of experience in payments, fintech, financial services, client success, account management, relationship management, partner management, or a related client-facing role
Experience managing partner, client, or merchant relationships in a service-oriented or revenue-supporting capacity
Demonstrated ability to build external relationships, maintain consistent communication, and support client or partner satisfaction
Ability to identify client needs, product adoption opportunities, cross-sell potential, and account growth opportunities
Experience coordinating cross-functionally with Risk, Underwriting, Product, Operations, Boarding, Sales, or Support
Strong written and verbal communication skills
Strong organizational skills for managing multiple relationships, priorities, follow-ups, and time-sensitive requests
Sound problem-solving skills for managing inquiries, supporting escalations, and driving resolution
Strong attention to detail and accurate account notes, CRM updates, and partner activity visibility
Proficiency with CRM systems; Salesforce preferred
Proficiency with Excel, Word, PowerPoint, and Outlook
English (written and spoken) is the primary working language

Core Competencies

Demonstrates expertise in managing partner and client relationships within the payments and fintech sectors, focusing on account growth, product adoption, and client satisfaction. Proficient in coordinating cross-functional teams and maintaining accurate CRM records to support operational efficiency.

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